Christopher Oland
Advisor at Harmony Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Harmony Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harmony Wealth Advisors, LLC
Location
Edgewater, MD 21037
Credentials
Series 65, Series 66
Industry experience
8 years
Christopher Oland is a financial advisor with Harmony Wealth Advisors, LLC in Edgewater, MD, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. He has worked with Harmony Group, Inc. and Harmony Wealth Advisors since 2015. Outside of advising, he is a passive owner of a restaurant in Annapolis, MD, and serves as President of Southern Maryland Little League. Harmony Wealth Advisors, LLC serves a small client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides ongoing portfolio management and financial planning using individualized Investment Policy Statements and a long-term investment approach based on fundamental and cyclical analysis and modern portfolio theory.
Based on Harmony Wealth Advisors, LLC
Financial planning fees between $1,250 and $5,000, negotiable
$100,000 - $499,999: 1.25% $500,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.75% $10,000,000+: 0.65%
Account minimum: $100,000 Minimum fee: $1,250 minimum annual fee for clients not meeting $100,000 minimum
48 S South River Road, Suite 101
Edgewater, MD 21037
Maryland · Texas
Harmony Group, Inc.
2022 - Present (4 years)
Harmony Wealth Advisors, LLC
2021 - Present (5 years)
Harmony Group, Inc.
2015 - 2022 (7 years)
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